Daniel Ciez

Financial Advisor

Dan started his career in the financial services industry in 1993 after graduating from the University of Florida with a degree in Economics. Additionally, Dan holds the following registrations and licenses:

Series 7 General Securities Registered Representative with LPL Financial

Series 24 Registered Securities Principal with LPL Financial

Series 63 Uniform Securities Agent State Law with Private Advisor Group

Series 65 Uniform Investment Advisor Law with Private Advisor Group

Variable Annuity, Life and Health Insurance

For years, Dan had a vision to establish a wealth management practice where he could create a culture of collaboration and community. Dan made this vision a reality by founding Jacksonville Wealth Management and the Jacksonville Wealth Management Center.

Dan views his clients as an extension of his family and brings a passion for his clients, their plans, and the management of their portfolios.

Dan enjoys spending time with Kelly and their three children. Together they enjoy travel, outdoor and athletic activities, and spending time together at home as a family.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
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representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.